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Auditing Defined Contribution Plans (4152618E)
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Go beyond the basics of preparing workpapers and financial statements and explore advanced issues related to auditing employee benefit plans. Through group discussions and case studies, you'll explore advanced issues of financial statement reporting for employee benefit plans, as well as gain the necessary tools to successfully handle challenging issues, such as communication and coordination difficulties between the plan sponsor, the auditor and various service organizations. Formerly titled:

11/11/2015
When: 11/11/2015
7:30 AM - 3:00 PM
Where: Webcast/Webinar
Presenter: Howard Sibelman
Contact: April Deneault
801-834-6634


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Go beyond the basics of preparing workpapers and financial statements and explore advanced issues related to auditing employee benefit plans. Through group discussions and case studies, you'll explore advanced issues of financial statement reporting for employee benefit plans, as well as gain the necessary tools to successfully handle challenging issues, such as communication and coordination difficulties between the plan sponsor, the auditor and various service organizations.
Formerly titled: Overcoming the Auditing Challenges of Defined Contribution Plans
 

Objectives:

Identify different types of defined contribution plans available to plan sponsors.
Recognize complex audit and accounting issues associated with defined contribution plans.
Determine different types of investment options that may be available to participants, including the audit procedures for complex investments.
Identify various fraud examples and develop appropriate audit responses.
Identify rules and regulations associated with auditing and reporting for defined contribution pension plans.

 

Major Subjects:

Plan types
Defined contribution plans: Planning, communication and other activities
Investments and investment related income
Auditing participant data, contributions and distribution
Employee benefit plan fraud
Government regulations and reporting requirements
Comparing audited financial statements to Form 5500
Legal counsel representations
Case studies and discussion questions

 

Designed For:

CPAs with experience auditing defined contribution and defined benefit plans.

Prerequisite:

Experience with the employee benefit plan audit process and a working knowledge of ERISA.

 

Advanced Prep: None

  

Speaker: Howard Sibelman

Vendor: CalCPA

Field of Study: Accounting & Auditing

Level: Advanced

CPE Credit: 8 Hours

Acronym: AEMP

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Howard has extensive accounting, auditing and consulting experience with middle-market companies, and he has served clients in the manufacturing, distribution, entertainment, hospitality, and real estate industries. An integral part of Howard’s professional background is his role as an educator. He was the director of continuing education for a national accounting firm, was an instructor at the University of Southern California, was on the faculty of two of the nation’s largest certified public accounting review courses, and has facilitated numerous firm and CPA Society education programs.  
Howard was previously a business assurance partner at Moss Adams LLP, the 11th-largest accounting and consulting firm in the US. He was a member of the firm’s international services group and the IFRS core training group, and served as the quality control coordinator for the firm’s Los Angeles office. He was recently selected by the California Society of CPAs to be the vice-chairman (chairman elect) of the state’s accounting principles and auditing standards committee.  

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